Ruedi Wealth Management, Inc. Vanguard Total World Stk Index Transaction History

Ruedi Wealth Management, Inc.

$291 Billion
Q3 2024

A detailed history of Ruedi Wealth Management, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 1,104 shares of VT stock, worth $131,122. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,104

Previous 1,095 0.82%

Holding current value

$131,122

Previous $123 Million 7.07%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$107.72 - $119.96 $969 - $1,079	9 Added 0.82%	1,104 $132 Million
Q2 2024 Jul 17, 2024	SELL	$104.94 - $113.51 $1.52 Million - $1.64 Million	-14,484 Reduced 92.97%	1,095 $123 Million
Q1 2024 May 06, 2024	SELL	$100.68 - $110.5 $2,919 - $3,204	-29 Reduced 0.19%	15,579 $1.72 Billion
Q4 2023 Jan 25, 2024	BUY	$88.97 - $103.1 $9,875 - $11,444	111 Added 0.72%	15,608 $1.61 Billion
Q3 2023 Oct 26, 2023	BUY	$92.79 - $100.59 $8,815 - $9,556	95 Added 0.62%	15,497 $1.44 Billion
Q2 2023 Jul 27, 2023	SELL	$91.33 - $98.06 $1,187 - $1,274	-13 Reduced 0.08%	15,402 $1.49 Billion
Q1 2023 May 09, 2023	BUY	$86.24 - $94.55 $258 - $283	3 Added 0.02%	15,415 $1.42 Billion
Q4 2022 Feb 21, 2023	BUY	$78.67 - $91.07 $1.21 Million - $1.4 Million	15,412 New	15,412 $1.33 Billion

Others Institutions Holding VT

# of Institutions

976

Shares Held

86.8M

Call Options Held

209K

Put Options Held

49.6K

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About VANGUARD TOTAL WORLD STK INDEX

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Ruedi Wealth Management, Inc. Vanguard Total World Stk Index Transaction History